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    Bhatt & Associates, Inc.

    2.7 (14 reviews)
    Closed 8:00 am - 5:00 pm

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    Services - Bhatt & Associates, Inc.

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    2 years ago

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    10 months ago

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    9 years ago

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    11 years ago

    More interested in up selling you on a Financial Advisor than preparing your taxes in a timely manner. Dave Gilbert would be so ashamed.

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    9 years ago

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    14 years ago

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    11 years ago

    Very knowledgeable and professional. We have worked with him for many years and he has handled the IRS for us successfully.

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    Waldman Tax & Financial Services - Phat Ngo, Tax Specialist

    Waldman Tax & Financial Services

    (23 reviews)

    I went here last year for tax services. I was not impressed. First Phat told me my previous year…read morewas prepared wrong, which after a very worried few minutes he realized that he had made the mistake. Then he told me my IRA contribution didn't count. Which I had to argue the point while telling him the tax law, which he kept telling me I was wrong. I sited several sources and it wasn't until after that that he realized he again was making a mistake. Even after all of that I didn't write a bad review. It wasn't until I just now got a tax bill from the State of Ca charging me because my last year's return wasn't sent electronically, when it was supposed to be. So again, I am paying for a mistake that this tax office made.

    I really like Mark-he's quick-minded, direct, and adept. He has a heart and a sense of humour to…read moreadapt or accept the idiosyncracies of people and life. He's also got patience-people tend to run from carefully organizing and gathering their tax info in a complete manner. This year we taped a large zip-lock to the hallway wall and put every document as it came in-in the zip-lock. Rudimentary, but this really helped us keep all our mailed docs. in one place, like pre-herding greased pigs-it made it easy on us-and Mark I hope. Mark is a great fit, over the past many years we haven't had any after filing issues, which our temporary/ seasonal tax guys and other "professionals" have given us grief with years ago. Thanks Mark.

    KDA

    KDA

    (68 reviews)

    I was selling a rental property I owned by myself and one that I owned with a partner.  I paid a…read morelot in taxes last year so I was looking to make some changes to my tax strategy.  I talked to a few accounting firms, but finally settled on Karla Dennis & Associates.  I have seen Karla speak at Trade shows and on television so I felt confident in my decision.  I signed the engagement agreement, and I completed the very detailed questionaire.   To date, I've had 3 calls.  The first call was really informative.  Karla walked me through my tax returns from the previous year.  The second call included consultation on a sale and 1031 exchange I was conducting.  We also went through "what if" scenarios.  During the 3rd call, my tax strategy was outlined and the savings for each strategy was shared.  Each element of the plan was thoroughly explained, and I was given the flexibility to implement the strategies I wanted.  Now, I have a plan that I can reference and share when necessary.  I highly recommend this firm.

    Literally the worst service experience I've ever had with any company... feels like a borderline…read morescam. They charged an absurd amount of money to give me basic, generic advice. I showed it to another accountant I met later and she told me the info they gave me was stuff she'd tell people for free. For $5,000! Oh and if I wanted their help doing any of the generic things they told me, that would be another $2,000... But truly, that wasn't the worst of it. The accountant I met with was unprofessional, unmotivated, and downright rude. When I asked him a few questions via email, he'd reply with a few words and not answer the questions I asked. Plus, when I emailed again and he finally did answer my questions, he gave me the wrong information multiple time costing me even more money on taxes and a ton of headache in fixing mistakes Oh... but it gets worse... they filed my payroll taxes with the wrong information and didn't realize until I told them! WTF! They said they'd take care of it and I assumed it was done. I even followed up a few times and was assured it was being taken care of. But then 9 months later when I go to look for the tax document I needed and couldn't find the corrected one, I ask them what's up and they tell me they actually never finished fixing the problem. Again WTF!? Did they fix it for me then (remember this was a service I already paid for and THEY screwed up)? NO! They told me I'd have to give them even more money to just do what I originally paid them to do... LOL. So that was a few weeks of back and forth email, calling in, being told they'd only do it if i paid them and blah blah blah. When they sell you they'll tell you "oh just call me, I'll take care of everything, blah blah blah"... but then as soon as your check clears they act like they don't care about you at all. Rarely answer emails, if I called in somehow the person I wanted to talk to would always be out of the office "but they'll call you back" even though they never did. Oh but don't worry, they'll have their accounting team email you bills for services you never even agreed to sign up for!!! Overall with the money I paid them and the mistakes they made that cost me more on taxes, I probably spent like 7k on this nonsense... all to make myself a ton of headaches in the process that litearlly took years to fully resolve. Do not know how this is legal, I would never recommend them to anyone even my worst enemy. I hope they see the light and begin treating their customesr better instead of just seeing them as a cash cow. Avoid at all costs.

    Bhatt & Associates, Inc. - accountants - Updated August 2026

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